Inflection Point Holdings II LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Inflection Point Holdings II LLC reported 1 stock position worth $47.3 million. Its top holding was USA Rare Earth (USAR) at 100.0% of the portfolio. Its holdings were unchanged from Q4 2025.
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001970530
- Portfolio Value
- $47.3M (Q1 2026)
- SEC Filing
- 0001213900-26-057708 ↗ filed May 15, 2026
Holdings Value
Holdings 1 stocks · $47.3M
| USAR USA Rare Earth Inc. | 100.00% | 3,125,000 | $47.3M | No change |
Portfolio Sells Q4 2025 → Q1 2026
| None this quarter. | |||
Portfolio Buys Q4 2025 → Q1 2026
| None this quarter. | |||